| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 24,853 | $1.21M | $1.2M | -$7,192.61 | -0.6% |
| DT David Trice TEXAS PERMANENT SCHOOL FUND Corp. | 15.01M | $745.46M | $723.54M | -$21.91M | -2.94% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 6,974 | $340,679.9 | $336,146.8 | -$4,533.1 | -1.33% |
Brian Ramsay Wealthspan Partners LLC | 15,162 | $750,212.8 | $730,960.02 | -$19,252.78 | -2.57% |
| CB Catherine Bluvol Next Level Private LLC | 9,123 | $452,381.49 | $439,637.37 | -$12,744.12 | -2.82% |
| KB Kimberly Byrne Bill Few Associates Inc. | 4,997 | $246,063.81 | $240,995.32 | -$5,068.49 | -2.06% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,856 | $289,579.2 | $282,259.2 | -$7,320 | -2.53% |
Craig Johnsen Fortitude Advisory Group LLC | 5,211 | $257,150.57 | $251,170.2 | -$5,980.37 | -2.33% |
Joseph Gentili Riverview Capital Advisers LLC | 21,013 | $1.02M | $1.01M | -$5,967.04 | -0.59% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,244 | $259,433.52 | $252,865.68 | -$6,567.84 | -2.53% |
Shawn Scholz Impact Partnership Wealth, LLC | 62,843 | $3.09M | $3.03M | -$60,208.75 | -1.95% |
Angela Mari Abich Financial Wealth Management LLC | 297 | $14,752 | $14,321.34 | -$430.66 | -2.92% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 95,726 | $4.64M | $4.61M | -$29,205.8 | -0.63% |
Darren Yoder Dynamic Financial Group | 13,524 | $673,646.66 | $652,151.62 | -$21,495.04 | -3.19% |
QTR Family Wealth LLC QTR Family Wealth LLC | 32,014 | $1.57M | $1.54M | -$26,850.27 | -1.71% |